Altaba Inc. (formerly Yahoo) Message Board

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Technology Stocks : Altaba Inc. (formerly Yahoo)

AABA 19.63

0.0%

Nov 6 4:00 PM EST

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To: Bill Harmond who wrote (923)	7/10/1997 3:32:00 PM
From: White Shoes	of 27307

William, your scenario may work out. Analysts such as Montgomery, however, also say that Yahoo needs to diversify their revenue base and can count on less than expected growth in internet advertising. I feel that the character of the Internet has already started to change and much of the lustre has started to wear off. E-commerce will grow but the ad revenue model for site 'hits' may not work out in the end. Meanwhile, I feel that the companies that will surprise us are those working on the 'private' version of the Internet...as intranets become the real growth field. Bottom line is, Yahoo has a fine brand name and great potential, which is what explains the markets EXAGGERATED valuation and makes it a BAD investment. Who hasn't heard of Yahoo!? It has potential but based on a 99 P/E for NEXT YEAR's earnings...it's worth half its current value. That doesn't make it a bad company, just a speculatively valued one. On another note, when the market cools AOL is going to tank big time..

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